Plan Ledger DOL Form 5500 · updated monthly

Hoffmann Oberweis Dairy LLC401(k)

OBERWEIS DAIRY, INC. 401(K) PROFIT SHARING PLAN · NORTH AURORA, IL · plan year 2024

Reported admin expense ratio · 2024
0.15%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Hoffmann Oberweis Dairy LLC reported $26,995 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 1,827th-largest of 3,702 plans among Illinois employers on file, and the 343rd of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$17,593,267
Participants with balances174
Active participants300
Employer contributions$0
Employee contributions$368,833
Employer contribution per active participant$0
Average account balance$101,111
Benefits paid to participants$3,001,679
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,995
Total administrative$26,995
The Hoffmann Oberweis Dairy LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Hoffmann Oberweis Dairy LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$26,995

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$26,995 · 0.15%
Same employer
Similar plansAccommodation & Food Services · Illinois
Hospitality Staffing II LLC IL$25.1M · 0.34%
Oberweis Dairy, Inc. IL$18.1M · 0.22%
Oxford Capital Group, LLC IL$15.5M · 0.84%
Union League Club IL$14.6M · 0.35%
Hospitality Staffing Inc. IL$11.7M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 993404642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.